Bay Colony Advisory Group, Inc D Vanguard Wellington Fd Us Mult Transaction History

Bay Colony Advisory Group, Inc D

$631 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 05, 2018	SELL	N/A	-219 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	N/A	219 New	219 $17,000

Others Institutions Holding VFMF

# of Institutions

73

Shares Held

1.3M

Call Options Held

0

Put Options Held

0

Anderson Hoagland & CO

294K
Shares

$35 Million
4.01% of portfolio
Envestnet Asset Management Inc

200K
Shares

$23.7 Million
0.01% of portfolio
Opus Capital Group, LLC

106K
Shares

$12.6 Million
1.76% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

79.3K
Shares

$9.44 Million
1.47% of portfolio
Raymond James Financial Inc St. Petersburg, FL

73K
Shares

$8.69 Million
0.0% of portfolio

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
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